We are trying to do our best to meet our customer needs and expectations and increase their personal productivity. We analyze the salesforce.com’s IdeaExchange http://ideas.salesforce.com, searching for the most frequent customer requests and finding out how we can solve these issues or suggestions by using InvisibleCRM Suite for Salesforce: SalesDesktop, SalesFolder and SalesAlerts.

Elena Kozhushko
Support Manager
Email:elena.kozhushko@invisiblecrm.com 

Below you can find these Salesforce user requests and the way they can be solved with our InvisibleCRM products:

Change Record Owner while Editing the record

2560
PROMOTES
It would be nice to be able to change the record ownership while editing a record - Lead, Opportunity, Account, etc.
It is a bunch of extra wasted clicks for the user to have to go back and click "change" to transfer the record ownership.

Link to source  (User Experience)

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Edit Single Fields on Double Click

13980
PROMOTES
I think it would be great when viewing a record (e.g. a contact), you could double click on a specific field to quickly edit its value.
This is faster than having to click "Edit" and then change the value, and then click "Save".

It would improve the end-user productivity if things can be edited quickly on the fly in this way.

Link to source  (User Experience)

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Ability to add Outlook Emails to Leads

210
PROMOTES
Our users prefer to create emails via Outlook, then use the Salesforce.com Outlook Edition to post salient emails to Salesforce.com. We would like to have this same functionality for Leads. At this point, we only see the functionality to create email for Leads within Salesforce.com.

Link to source  (Desktop Solutions)

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Only Selected Contacts should be Synchronized with Outlook

190
PROMOTES

Not all of my contacts could be synchronized with Outlook. Why? Two examples:

  1. Some of them are marked as "deactivated" (contact is dead or left the client, but has not be deleted since there is an important history)
  2. You do not want your Outlook crowded with too many contacts (or, your mobile phone, which you synchronize with Outlook, only support 500 contacts)

Link to source  (Customization, Integration, Mobile, Other)

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Allow Emails Created Offline to be Sent and Added to Salesforce.com

0
PROMOTES
We are currently using the Outlook Edition for Salesforce (Professional Edition). We would like the ability to create an email offline and still have it sent to Salesforce the next time we are connected to the Internet. Currently, if you choose to Send and Add to Salesforce when you create an email, it is not sent to Salesforce or attached to the Contact record. All emails created offline must be manually added to contacts.

Link to source  (Marketing Automation, Desktop Solutions, Activity Management)

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Activity Tab

140
PROMOTES

We need an activity tab to make it easy for users to go to their activities and create views. It is somewhat tedious to have to go to the Homepage, click on the link under the calendar to Activity Views to see all your activities.

Link to source  (Activity Management)

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Relate an Activity to an Account in Outlook

160
PROMOTES
When you are creating a meeting or a task in Outlook, you should have the ability to Relate (Who) or Relate (What), just like when you add an email to Salesforce.com. Right now, if a rep has a meeting with an Account and the meeting is on his Outlook calendar, after they sync, he will have to manually edit the activity in SFDC to relate it to the Account.

Link to source  (Activity Management)

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Next Lead Please! Why go back to the List?

90
PROMOTES

Increase my activity please! After building a profile/list of Leads and drilling down into the actual Lead record (i.e.: name/company level) why not create a "Next" button that allows you to move onto the next Lead in the list rather than having to click the "Back to List: Leads" button, and then drill down into the next Lead record. This would greatly enhance the functionality of Safeforce.com and my sales team's activity and focus. I know that Siebel's Upshot Edition has this feature and I sorely miss it.

Link to source  (Activity Management, User Experience)

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Need Ability to Log a Call, Add a Note, Add a Task/Event etc. in Offline Edition

60
PROMOTES
The Offline Edition should give users the capability to Create, Edit and Report on Activities such as Logging a call, Adding a note, Creating a task or an event. Without this (and other features), the Offline Edition is severely limited and hard to justify its cost.

Link to source  (Other, Desktop Solutions, Activity Management)

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Lotus Notes Edition / Outlook Edition - Record to CC and BCC recipients when using "Add Email" / "Send and Add"

40
PROMOTES
Currently, the Lotus Notes Edition does not try to attach emails to CC/BCC recipients when using "Send and Add" or "Add Email". We definitely need this functionality as we would like to track everyone involved in any sales interactions.

Link to source  (Activity Management, Integration, Sales Force Automation)

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Import from Vcard/Outlook/Entourage

30
PROMOTES

IMPORT VCARDS DIRECTLY INTO SALESFORCE.COM

My team just returned from a trade show and we quickly imported all of our Leads into our Outlook or Entourage email programs, using the business card reader software. Unfortunately, there is no way to easily import this info into SalesForce.com. Why wouldn't Saleforce automate the importing of Vcards or sell a business card scanner that pulls the data right into a Lead or Contact?

It takes SEVERAL HOURS to get all the data right in Salesforce.com, and basically equates to having to enter the data twice: once, for our desktop email clients, and then, for Salesforce,com. I would gladly pay for this capability. We had over 183 Leads between us, and all my team members complained about having to input all these data manually into Salesforce.com, after they had been easily imported into their desktop computer programs.

Link to source  (Administration, Customization, Sales Force Automation)

What InvisibleCRM Support Team Guru say?

Printable View: Customize Printable Views

120
PROMOTES

Printable views are not customizable.

The idea here is to be able to manage the content of the printable view through a dedicated button in the Object Page Layout.

It will be possible to:

  1. change the Salesforce.com Log, by Customer logo
  2. create sections, add and remove fields
  3. customize the related objects and columns

Link to source  (Customization, User Experience)

What InvisibleCRM Support Team Guru say?

Event Time (Drop Down)

60
PROMOTES
I wanted to see if you could set a drop down of times instead of clicking the time. You always have to re-type the time and (AM & PM) and would be more efficient.

Link to source  (Customization)

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Custom Objects and Outlook

50
PROMOTES
It would be nice if there was an ability to pull up custom objects (tabs) from Outlook, which are not parts of the offered standard set (Accounts, Leads, etc...). We have both main accounts and sub-accounts and track these very differently. Outlook does not allow us to integrate our emails with these sub-accounts (custom objects).

Link to source  (Customization)

What InvisibleCRM Support Team Guru say?

Mark Emails in Outlook as already been added to SFDC

510
PROMOTES
My users sometimes add emails more than once to their Contacts because there is nothing to indicate that the emails have already been added to SFDC. I would like to suggest this feature be added to the system so that users do not add duplicates of the same email to their Contacts.

Link to source  (Desktop Solutions)

What InvisibleCRM Support Team Guru say?

Add "Related To" Field in Outlook

120
PROMOTES
For Activities, the Outlook Edition only brings down the Contact (WhoID) to Outlook. I would like to see the “Related To” (What ID) information also brought down to Outlook.

Link to source  (Desktop Solutions)

What InvisibleCRM Support Team Guru say?

Synchronization of same Contacts for different Users

120
PROMOTES
Needs the capability of synchronizing same contacts to Outlook for different users.
Currently, only the owner of contacts can do the synchronization because Salesforce.com lacks the capability to define co-owners for the same contact.

Link to source  (Desktop Solutions)

What InvisibleCRM Support Team Guru say?

Email to Lead

200
PROMOTES
Provide the ability in Outlook to create a Lead from an inbound email.

Link to source  (Integration)

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Including contact details when using Outlook Sync

80
PROMOTES

When I create a task or event in Salesforce.com, there is always a link to an individual item (either Lead, Contact, etc.), and when I sync these events into Outlook, all I get is the subject and (if applicable) a completion date/time.

This means that in Outlook, I wind up with 50 tasks called Email F/U and no idea who I'm supposed to follow up with, unless I go back to Salesforce.com.

I would like to suggest that the Contact field be passed through during Outlook Sync to the Contacts field in the Outlook task or Calendar event. Or, alternatively, at least, include the Contact name as an add-on to the description during sync.

Link to source  (Integration)

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Want Attachments to be added with Outlook Add Email and Add Case

60
PROMOTES

It is too difficult to add email attachments to Case when using Outlook Add to Case. The Add Case or Add Email functions do not include attachments when posting to Salesforce.com. This leads to a lot of extra work, logging into Salesforce.com, opening the Case, and uploading the attachment. In most cases, without the attachment, the support request email is meaningless.

Link to source  (Integration)

What InvisibleCRM Support Team Guru say?

Outlook - Sending Attachments, Upload, Document Storage Feature

50
PROMOTES
SalesForce is becoming a place, where you keep files organized, when you have the document feature turned on.
Upload attachments when sending from Outlook enables the system to store them in an assigned folder for that client or to be associated as an attached note that is trackable when opened.

Link to source  (Integration)

What InvisibleCRM Support Team Guru say?

Send and add while Offline (In Flight) for Outlook Edition

340
PROMOTES
We love Outlook Edition, but in several places it falls short. It was a real disappointment for us to find out that unless you are connected to the Internet and SFDC that you cannot use the 'Send and Add' function in Outlook Edition 2.0. For us, this means having to remember to go into drafts and open "Send and Add" to 30+ emails after a cross country flight. Sometimes, we remember, and sometimes, we don't. When we don't (usually, this is because we got back home at 1am from a week of travel), it costs us.

Removing this shortfall would surely go along way to making life much easier and return the Outlook Edition to the pedestal it had always occupied in sales presentations.

Link to source  (Sales Force Automation)

What InvisibleCRM Support Team Guru say?

Create Flag in MS Outlook when Email has been added to Salesforce

490
PROMOTES

After clicking on "Send and Add" when sending an email from Outlook, I would like to have a flag in a new Outlook column, which will show that the email has been added to Salesforce.com

Link to source  (Other, User Experience)

What InvisibleCRM Support Team Guru say?

Add Notes to the Offline Edition

40
PROMOTES
When unable to connect to the Web, having the Institutional knowledge available in the Offline Edition would be very helpful.

Link to source  (Other)

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Add to Outlook Button included with Save Button

30
PROMOTES

When adding a new Event, I would like there to be a "Save and Add to Outlook" button. Currently, you can just Save the Event, and then, you have to go back into the Event and click on the Add to Outlook button. It would be nice to do both by just one click.

Link to source  (User Experience)

What InvisibleCRM Support Team Guru say?

Outlook Plugin should always "Send and Add" Email if its Recipient is in the Salesforce Contacts Database

30
PROMOTES

My salespeople are sometimes forgetful, and instead of using the "Send and Add" function on an outgoing email, they just click the "Send" option. Then I lose important past communications. The default with the Outlook plugin should be to ALWAYS "Send and Add" email IF the email recipient is in the Salesforce Contacts database.

Even more likely is that a salesperson forgets to add a received email to the Salesforce database. The default should also be that all emails from a sender, who is in the Salesforce Contacts database, should ALWAYS be added to Salesforce.com.

It would be amazing, if all I had to do is set up my Accounts and Contacts, and then, ALL communications with my Contacts would be recorded.

Link to source  (User Experience)

What InvisibleCRM Support Team Guru say?

Name Formatting

20
PROMOTES
It would make input faster and easier if names were automatically capitalized.

Link to source  (User Experience)

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